Crawford Investment Counsel’s Sun Communities SUI Stock Holding History

Crawford Investment Counsel’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	8,314 +740	+10%	+$95.6K	0.02%	213
2025 Q4	$939K	Buy	7,574 +4,640	+158%	+$581K	0.02%	222
2025 Q3	$379K	Sell	2,934 -19	-0.6%	-$2.4K	0.01%	259
2025 Q2	$374K	Buy	2,953 +49	+2%	+$6.08K	0.01%	255
2025 Q1	$374K	Sell	2,904 -6	-0.2%	-$767	0.01%	256
2024 Q4	$358K	Sell	2,910 -1,124	-28%	-$144K	0.01%	253
2024 Q3	$545K	Hold	4,034	–	–	0.01%	232
2024 Q2	$485K	Hold	4,034	–	–	0.01%	229
2024 Q1	$519K	Buy	4,034 +10	+0.2%	+$1.3K	0.01%	222
2023 Q4	$538K	Buy	4,024 +76	+2%	+$9.15K	0.01%	218
2023 Q3	$467K	Buy	3,948 +124	+3%	+$15.7K	0.01%	225
2023 Q2	$499K	Hold	3,824	–	–	0.01%	226
2023 Q1	$539K	Hold	3,824	–	–	0.01%	223
2022 Q4	$547K	Sell	3,824 -106	-3%	-$14.5K	0.01%	224
2022 Q3	$532K	Hold	3,930	–	–	0.01%	221
2022 Q2	$626K	Sell	3,930 -75	-2%	-$12.6K	0.01%	214
2022 Q1	$702K	Buy	4,005 +325	+9%	+$60.4K	0.01%	216
2021 Q4	$773K	Hold	3,680	–	–	0.01%	207
2021 Q3	$681K	Buy	3,680 +20	+0.5%	+$3.86K	0.01%	208
2021 Q2	$627K	Hold	3,660	–	–	0.01%	220
2021 Q1	$549K	Hold	3,660	–	–	0.01%	215
2020 Q4	$556K	Hold	3,660	–	–	0.01%	202
2020 Q3	$515K	Hold	3,660	–	–	0.01%	202
2020 Q2	$497K	Sell	3,660 -70	-2%	-$9.29K	0.01%	204
2020 Q1	$466K	Sell	3,730 -23	-0.6%	-$3.47K	0.02%	201
2019 Q4	$563K	Buy	3,753 +23	+0.6%	+$3.58K	0.01%	212
2019 Q3	$554K	Hold	3,730	–	–	0.02%	208
2019 Q2	$478K	Hold	3,730	–	–	0.01%	207
2019 Q1	$442K	Hold	3,730	–	–	0.01%	209
2018 Q4	$379K	Hold	3,730	–	–	0.01%	207
2018 Q3	$379K	Hold	3,730	–	–	0.01%	214
2018 Q2	$365K	Buy	3,730 +230	+7%	+$21.6K	0.01%	216
2018 Q1	$320K	Hold	3,500	–	–	0.01%	222
2017 Q4	$325K	Hold	3,500	–	–	0.01%	215
2017 Q3	$300K	Hold	3,500	–	–	0.01%	214
2017 Q2	$307K	Hold	3,500	–	–	0.01%	212
2017 Q1	$281K	Hold	3,500	–	–	0.01%	217
2016 Q4	$268K	Hold	3,500	–	–	0.01%	225
2016 Q3	$275K	Sell	3,500 -675	-16%	-$52.3K	0.01%	221
2016 Q2	$320K	Hold	4,175	–	–	0.01%	218
2016 Q1	$299K	Sell	4,175 -275	-6%	-$18.5K	0.01%	219
2015 Q4	$305K	Sell	4,450 -300	-6%	-$20.2K	0.01%	214
2015 Q3	$322K	Sell	4,750 -16,935	-78%	-$1.13M	0.01%	218
2015 Q2	$1.34M	Sell	21,685 -11,040	-34%	-$699K	0.05%	136
2015 Q1	$2.18M	Sell	32,725 -102,540	-76%	-$6.89M	0.08%	97
2014 Q4	$8.18M	Sell	135,265 -16,317	-11%	-$929K	0.29%	50
2014 Q3	$7.66M	Buy	151,582 +60,097	+66%	+$3.15M	0.28%	50
2014 Q2	$4.56M	Buy	91,485 +2,185	+2%	+$103K	0.16%	59
2014 Q1	$4.03M	Buy	89,300 +7,600	+9%	+$343K	0.15%	60
2013 Q4	$3.48M	Buy	81,700 +26,380	+48%	+$1.12M	0.13%	67
2013 Q3	$2.36M	Buy	55,320 +15,500	+39%	+$732K	0.09%	75
2013 Q2	$1.98M	Buy	+39,820	New	+$2.01M	0.08%	78

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crawford Investment Counsel's SUI Position: Q1 2026 in Review

Crawford Investment Counsel increased its Sun Communities (SUI) stake by 9.8% in Q1 2026, buying an estimated $95.6K and bringing the position to 8,314 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #213.

Crawford Investment Counsel first reported a position in SUI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.18M in Q4 2014. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Crawford Investment Counsel held 8,314 shares of Sun Communities worth $1.05M as of Q1 2026.
Crawford Investment Counsel bought 740 Sun Communities shares in Q1 2026, an estimated $95.6K.
Sun Communities made up 0.02% of Crawford Investment Counsel's portfolio in Q1 2026, its #213 holding.
Crawford Investment Counsel first reported a position in Sun Communities in Q2 2013 and has held it in 52 quarters since.
Crawford Investment Counsel's Sun Communities position peaked at $8.18M in Q4 2014.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.